Institutional Ownership Ishares Tr Core Aggressive All (AOA)
This table provides information about the institutional ownership of Ishares Tr Core Aggressive All (AOA). We have compiled data on the 365 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $750 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
7,885
shares
|
$589,167
0.44% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
7,805
shares
|
$583,189
0.04% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,768
shares
|
$580,424
0.01% of portfolio
|
Q4 2024
Added 41.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
7,631
shares
|
$570,188
0.01% of portfolio
|
Q4 2024
Added 9.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
7,626
shares
|
$569,814
0.01% of portfolio
|
Q1 2025
Added 28.3%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
7,611
shares
|
$568,693
0.29% of portfolio
|
Q4 2024
Added 52.31%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
7,609
shares
|
$568,544
0.26% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
7,517
shares
|
$561,670
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mcia Inc
|
Feb 13, 2025 Q4 2024 |
7,274
shares
|
$543,513
0.12% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
7,252
shares
|
$541,869
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
7,225
shares
|
$539,852
0.26% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
7,200
shares
|
$537,984
0.06% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Boston Standard Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
7,131
shares
|
$532,828
0.12% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,112
shares
|
$531,408
0.03% of portfolio
|
Q1 2016
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
7,076
shares
|
$528,718
0.03% of portfolio
|
Q4 2024
Added 39.48%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
6,978
shares
|
$521,396
0.02% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
6,904
shares
|
$515,866
0.12% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
6,800
shares
|
$508,096
0.0% of portfolio
|
Q4 2024
Added 43.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6,677
shares
|
$498,905
0.0% of portfolio
|
Q4 2024
Added 194.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
6,516
shares
|
$486,875
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,446
shares
|
$481,645
0.01% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,381
shares
|
$476,788
0.15% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
6,279
shares
|
$469,166
0.1% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,127
shares
|
$457,809
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
6,079
shares
|
$454,222
0.03% of portfolio
|
Q4 2024
Added 8.48%
|